13F HOLDINGS REPORT
Inman Jager Wealth Management, LLC
Quarter ended Q2 2025 · Filed July 25, 2025 · Accession 0001951757-25-000949
Total Value
$147.9M
Positions
79
Other Managers
0
Confidential Omitted
No
Holdings (79)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | MICROSOFT CORP | MSFT | 46,797 | $23.3M | 15.74% |
| 2 | ISHARES TR | 464287200 | 18,818 | $11.7M | 7.90% |
| 3 | SSGA ACTIVE ETF TR | 78467V848 | 175,378 | $7.0M | 4.76% |
| 4 | VANGUARD BD INDEX FDS | 921937835 | 74,912 | $5.5M | 3.73% |
| 5 | SPDR SERIES TRUST | 78464A409 | 42,737 | $4.1M | 2.75% |
| 6 | ISHARES TR | 464287507 | 64,328 | $4.0M | 2.70% |
| 7 | SPDR SERIES TRUST | 78464A508 | 73,002 | $3.8M | 2.58% |
| 8 | ISHARES TR | 464287655 | 17,596 | $3.8M | 2.57% |
| 9 | ISHARES TR | 464287168 | 27,273 | $3.6M | 2.45% |
| 10 | ISHARES TR | 46432F842 | 43,173 | $3.6M | 2.44% |
| 11 | ISHARES TR | 464287234 | 59,788 | $2.9M | 1.95% |
| 12 | ISHARES TR | 464287465 | 31,026 | $2.8M | 1.88% |
| 13 | CHEVRON CORP NEW | CVX | 18,066 | $2.6M | 1.75% |
| 14 | JPMORGAN CHASE & CO. | VYLD | 8,669 | $2.5M | 1.70% |
| 15 | INTERNATIONAL BUSINESS MACHS | INTR | 8,063 | $2.4M | 1.61% |
| 16 | ISHARES TR | 46435G326 | 29,533 | $2.2M | 1.52% |
| 17 | SOUTHERN CO | SOMN | 24,171 | $2.2M | 1.50% |
| 18 | SCHWAB STRATEGIC TR | 808524854 | 86,513 | $2.2M | 1.46% |
| 19 | VANGUARD INDEX FDS | 922908553 | 21,240 | $1.9M | 1.28% |
| 20 | VANGUARD ADMIRAL FDS INC | 921932778 | 21,979 | $1.9M | 1.27% |
| 21 | COCA COLA CO | KO | 26,429 | $1.9M | 1.26% |
| 22 | APPLE INC | AAPL | 9,094 | $1.9M | 1.26% |
| 23 | CATERPILLAR INC | CAT | 4,722 | $1.8M | 1.24% |
| 24 | SPDR SERIES TRUST | 78464A201 | 19,806 | $1.8M | 1.19% |
| 25 | VERIZON COMMUNICATIONS INC | VZ | 40,344 | $1.7M | 1.18% |
| 26 | LOCKHEED MARTIN CORP | LMT | 3,674 | $1.7M | 1.15% |
| 27 | PALANTIR TECHNOLOGIES INC | PLTR | 12,048 | $1.6M | 1.11% |
| 28 | EXXON MOBIL CORP | XOM | 15,152 | $1.6M | 1.10% |
| 29 | ISHARES INC | 46434G103 | 27,014 | $1.6M | 1.10% |
| 30 | PROCTER AND GAMBLE CO | 742718109 | 10,061 | $1.6M | 1.08% |
| 31 | VANGUARD SCOTTSDALE FDS | 92206C870 | 19,322 | $1.6M | 1.08% |
| 32 | VANGUARD INDEX FDS | 922908363 | 2,775 | $1.6M | 1.07% |
| 33 | 3M CO | MMM | 10,295 | $1.6M | 1.06% |
| 34 | CROWN CASTLE INC | CCI | 14,378 | $1.5M | 1.00% |
| 35 | MCDONALDS CORP | MCD | 5,043 | $1.5M | 1.00% |
| 36 | MERCK & CO INC | MRK | 17,272 | $1.4M | 0.92% |
| 37 | ENTERGY CORP NEW | ENO | 16,195 | $1.3M | 0.91% |
| 38 | SCHWAB STRATEGIC TR | 808524409 | 47,805 | $1.3M | 0.89% |
| 39 | JOHNSON & JOHNSON | JNJ | 8,126 | $1.2M | 0.84% |
| 40 | HOME DEPOT INC | HD | 3,162 | $1.2M | 0.78% |
| 41 | ISHARES TR | 464288448 | 33,103 | $1.1M | 0.77% |
| 42 | ISHARES TR | 46434V738 | 16,068 | $1.1M | 0.72% |
| 43 | ISHARES TR | 464288521 | 17,741 | $1.0M | 0.68% |
| 44 | SPDR SERIES TRUST | 78464A300 | 12,252 | $977,220 | 0.66% |
| 45 | PFIZER INC | PFE | 40,084 | $971,636 | 0.66% |
| 46 | ISHARES TR | 46434V696 | 14,139 | $971,349 | 0.66% |
| 47 | DOW INC | DOW | 33,742 | $893,488 | 0.60% |
| 48 | BROADCOM INC | AVGO | 3,184 | $877,670 | 0.59% |
| 49 | ISHARES TR | 46432F834 | 10,985 | $849,250 | 0.57% |
| 50 | ISHARES TR | 464287804 | 7,615 | $832,243 | 0.56% |
| 51 | NVIDIA CORPORATION | NVDA | 4,945 | $781,261 | 0.53% |
| 52 | INVESCO QQQ TR | IVZ | 1,406 | $775,606 | 0.52% |
| 53 | ISHARES TR | 464287150 | 5,624 | $759,465 | 0.51% |
| 54 | HANCOCK WHITNEY CORPORATION | HWCPZ | 12,724 | $730,358 | 0.49% |
| 55 | SPDR INDEX SHS FDS | 78463X509 | 16,770 | $716,750 | 0.48% |
| 56 | VANGUARD MALVERN FDS | 922020805 | 13,437 | $675,478 | 0.46% |
| 57 | ISHARES TR | 464287226 | 6,591 | $653,827 | 0.44% |
| 58 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 1,279 | $621,300 | 0.42% |
| 59 | VANGUARD INDEX FDS | 922908629 | 2,201 | $615,906 | 0.42% |
| 60 | WALMART INC | WMT | 5,317 | $519,896 | 0.35% |
| 61 | VANGUARD SCOTTSDALE FDS | 92206C714 | 5,924 | $504,784 | 0.34% |
| 62 | TESLA INC | TSLA | 1,319 | $418,994 | 0.28% |
| 63 | ISHARES TR | 464287457 | 4,871 | $403,611 | 0.27% |
| 64 | VANGUARD SCOTTSDALE FDS | 92206C680 | 3,644 | $397,925 | 0.27% |
| 65 | AMAZON COM INC | AMZN | 1,755 | $385,029 | 0.26% |
| 66 | RTX CORPORATION | RTX | 2,626 | $383,449 | 0.26% |
| 67 | ORACLE CORP | ORCL-PD | 1,655 | $361,833 | 0.24% |
| 68 | SALESFORCE INC | CRM | 1,250 | $340,862 | 0.23% |
| 69 | TIDAL TR II | 88636J337 | 20,435 | $300,501 | 0.20% |
| 70 | ISHARES TR | 464288638 | 5,580 | $297,358 | 0.20% |
| 71 | META PLATFORMS INC | META | 395 | $291,546 | 0.20% |
| 72 | ALPHABET INC | GOOG | 1,593 | $282,582 | 0.19% |
| 73 | SCHWAB STRATEGIC TR | 808524862 | 11,456 | $279,297 | 0.19% |
| 74 | SCHWAB STRATEGIC TR | 808524870 | 9,922 | $264,719 | 0.18% |
| 75 | SPDR S&P 500 ETF TR | SPY | 425 | $262,586 | 0.18% |
| 76 | CISCO SYS INC | CSCO | 3,718 | $257,955 | 0.17% |
| 77 | ABBVIE INC | ABBV | 1,324 | $245,761 | 0.17% |
| 78 | ENTERPRISE PRODS PARTNERS L | 293792107 | 7,191 | $222,993 | 0.15% |
| 79 | PARKER-HANNIFIN CORP | PH | 296 | $206,747 | 0.14% |